HFO
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Heritage Family Offices’s Accenture ACN Stock Holding History

Heritage Family Offices’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,431
Closed -$284K – 235
2026
Q1 		$284K Sell
1,431
-504
-26% -$117K 0.13% 152
2025
Q4 		$519K Sell
1,935
-150
-7% -$38.1K 0.24% 94
2025
Q3 		$514K Sell
2,085
-4,076
-66% -$1.06M 0.24% 92
2025
Q2 		$1.88M Hold
6,161
– – 0.95% 25
2025
Q1 		$1.92M Buy
6,161
+171
+3% +$60.4K 0.98% 25
2024
Q4 		$2.11M Buy
5,990
+67
+1% +$24.1K 1.05% 20
2024
Q3 		$2.09M Sell
5,923
-20
-0.3% -$6.58K 1.08% 18
2024
Q2 		$1.8M Buy
+5,943
New +$1.82M 1% 19

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Family Offices's ACN Position: Q2 2026 in Review

Heritage Family Offices sold out of Accenture (ACN) in Q2 2026, closing a stake of 1,431 shares — an estimated $284K sold.

Heritage Family Offices first reported a position in ACN in Q2 2024 and held it in 8 quarters. The position peaked at $2.11M in Q4 2024. 1,903 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Heritage Family Offices reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • Heritage Family Offices sold 1,431 Accenture shares in Q2 2026, an estimated $284K.
  • Heritage Family Offices first reported a position in Accenture in Q2 2024 and held it in 8 quarters.
  • Heritage Family Offices's Accenture position peaked at $2.11M in Q4 2024.
  • 1,903 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.